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This article explains how to share research with other named users within your licence. Any research that has been produced within Synaptic Research can be shared with other named users within your licence. The benefit of this is that if any of yo...
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If, when doing research for a particular product, you always choose the same basic criteria then you could save yourself time and set these up as Preset Criteria . Presets can be set up on a Personal basis (just for you to use) or a Company basis ...
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Presets take effect when the user starts a new piece of research. The preset criteria are copied into the adviser’s research at outset.They are also locked, if the compliance officer chooses this option. Changes by the compliance officer to the pre...
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When you first start research into a product type, the filtering screen shows only the company and name of each contract. This is illustrated by the first screenshot below: You can add any number of data fields to this grid, as illustrated by th...
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The alpha vs. beta graph shows a plot of a fund’s alpha (on the X axis) versus its beta (on the Y axis). The graph is most useful when comparing multiple funds rather than a single fund, as in the example illustrated by the screenshot below: Hig...
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The annual performance graph shows the fund’s performance in each discrete 12-month period to date. It is similar to the graph which is included in fund factsheets, and meets the FCA’s requirements for fund advertising (though this regulation only a...
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The monthly premium graph shows the performance of a £1,200 annual investment into the fund(s) over the chosen time period. The graph obviously shows an upward spike in value every 12 months when a new premium is invested. The illustrative value...
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The asset allocation graph shows a pie chart of a fund’s industry/sector holdings. It can be used either to illustrate the holdings of a single fund or to compare the holdings of multiple funds. In the example screenshot below a typical UK growth fu...
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Fund research starts at the same filtering/grid screen as product research. The principle is exactly the same as for product research: you can filter funds out by selecting features, and by specifying values for fields on the Stats tab (e.g. remov...
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The best/worst returns graph shows a fund’s average annual return over the chosen period versus the range from its best to worst returns over the last 10 years. (Note that the best-worst range always looks at the full 10 years regardless of the time...